ebill User Guide (For Corporate Administrator)

Transcription

1 ebill User Guide (For Corporate Administrator)

2 Contents 1. Overview Get Started Create Account Mapping Set Up Login Account Admin Login Login Page Login Procedures Corporate Statements Statement Balance Overview Corporate Account User Account Usage Details Login Settings - Change Username Settings - Change Password Secret Questions Payment Methods Logout Logout Icon Timeout FAQ P a g e

3 1. Overview Welcome to SmarTone Corporate Account - a brand new ebill service. We strive for the highest service standard and to be ever more valuable to your organisation. The ebill service helps you effectively manage and trace your billing account anywhere, anytime. Not only giving you visibility & flexibility, but also a better and comprehensive ebill service experience in a secure manner. Benefits Simple and Fast: The online bill looks exactly as the ordinary paper bill, you can now view and download the current and previous statement instantly through your Corporate Account. Round the Clock Accessible: Access online anywhere, anytime. Company Information Protection: Your bill information which is business confidential is now better protected as your Corporate Account can only be accessed by dual password authentication. More Flexible Bill Distribution: Support multiple logins for a single billing account. Different billing accounts can also be assigned to different administrators for the same customer to maximise bill management flexibility. 3 P a g e

4 2. Get Started By going through a few simple procedures to create your account, you can enjoy the comprehensive ebill services. 2.1 Create Account Mapping In order to create your Admin account in the ebill platform, please provide the authorized administrator(s) and his/her responsible billing account(s) by completing the account mapping excel file. Under each billing account, there could be more than one Admin login, while each Admin could view more than one billing account. Here is an example illustrating the account mapping There are 3 billing accounts under this company. One of the Admin, Edith Cheung, is responsible for all billing accounts for her company, while another Admin, Emily Wong, is only responsible for 2 billing accounts. Besides, to make it easier to associate with the billing accounts according to your company structure or accounting needs, we provide 2 free-text fields called Attribute to map with different billing accounts. In the example above, it s mapped with different department names (Sales/ Finance in Attribute 1) and cost centre number (C0327/ C1224 in Attribute 2). 4 P a g e

5 You may find more detail from the headers in the excel file as below, Items Details 1. BR Company s registered BR (Provided by SmarTone) 2. Account No: 8-digit SmarTone billing account number (Provided by SmarTone) 3. Attribute: Two free-text fields are available to map with the billing account. You can input any wording that help you to recognize the account, e.g. department name, office location, cost centre number etc. Or, they can be in blank. 4. Admin Address: In above case, you could view in the platform as below, Sales,C Finance,C Finance,C1224 Corporate address of the responsible administrator (up to 20). Public domain is forbidden, i.e. hotmail, Gmail. 2.2 Set Up Login Account Once the account is created in the SmarTone system, you will receive an invitation for Admin account setup. Please find 5 simple steps as below, Step 1: Receive invitation for Admin Account setup, click the link to go to the setup page. 5 P a g e

6 Step 2: Enter your company as Username and any corporate mobile number under your account as Password. Input your company under your responsibility Input any corporate mobile under your responsibility Step 3: Define your own Username and Password with at least 6 and 8 characters respectively. ** For security, password requires a combination of letter and number. 6 P a g e

7 Step 4: Set up total 3 Secret Questions for future password recovery. Then, the account setup completes. 7 P a g e

8 Step 5: Receive notification for successful account setup. 8 P a g e

9 3. Admin Login To provide a secure ebill online platform, SmarTone has implemented a dual password authentication mechanism. With the combination of two sets of password, Administrator s identity can be verified. It enhances security protection for reviewing e-statement. To login to the Corporate Account, the self-defined Username and Password are required as the first authentication. One-time Password (OTP) will be sent to the Administrator via his/her corporate , and then the Administrator is required to enter the OTP to complete the login within 30 minutes before the OTP expired. 3.1 Login Page Please go to SmarTone Corporate Account page with the access link as Alternatively, you may go to the SmarTone website at Select the Business section and click the Corporate Account icon. 9 P a g e

10 3.2 Login Procedures Simply go through the dual password authentication process, you can login into the ebill online platform. Step 1: Input your self-defined Username. Step 2: Input your self-defined Password. Step 3: Click login to proceed. Step1: Input your username Step 2: Input your password Step 3: Click to login 10 P a g e

11 Step 4: System will send you the One-Time Password (OTP) via your corporate within several minutes. Step 5: Please enter the OTP, which will be valid for 30 minutes only. Step 4: System will send a One-time Password to your company Step 5: Input the One-time Password 11 P a g e

12 Step 6: You will be redirected to the main page. You can now enjoy the comprehensive services provided by the ebill platform. 12 P a g e

13 4. Corporate Statements You can view and manage your billing accounts in this online platform. 4.1 Statement Balance It allows you to review the statement balance of all accounts under your responsibility. Simply click the pull down menu to select account. The Statement Balance amount is same as the outstanding amount of the last invoice. Select account here HK$ P a g e

14 4.2 Overview This shows the unbilled local voice and data usage. That is, the local usage accumulated after the last billing cutoff. By inputting the mobile number and click search, the consumed usage of voice and data will be shown. Input mobile number Unbilled local voice and data usage 14 P a g e

15 4.3 Corporate Account It allows you to view and download the master statement by account level in PDF format. You may use the pull down menu to select account and then click Statement of Account of the required billing month. The file will pop up for you to open or save. Select account here Click to open / save Your Statement of Account will be retained up to the last 12 months in which the PDF bills are accumulated since March How to Open/ Save File You may choose to open or save the file. The file is entitled as AccountNo_InvoiceDate.pdf for easy tracking and recognizing. 15 P a g e

16 4.4 User Account It allows you to view and download the statement by subscriber level in PDF format. By simply inputting the mobile number, the Statement of Accounts under designated mobile number will be shown. By clicking the Statement of Account of the required billing month, the file will pop up for you to open or save. Input mobile number Click to open / save 16 P a g e

17 Your Statement of Account will be retained up to the last 12 months in which the PDF bills are accumulated since March How to Open/ Save File You may choose to open or save the file. The file is entitled as AccountNo_MobileNo_InvoiceDate.pdf for easy tracking and recognizing. 4.5 Usage Details You can view the billed usage details by inputting the mobile number and select the required invoice issue date in the pull down menu. The call transaction with date/ time, call type, usage amount and charge will be shown at once. By clicking the header (Date & Time, Usage Type, or Charges), the usage detail will be sorted in relevant order respectively. Input mobile number 17 P a g e

18 Choose invoice issue date Headers support sorting function You can acquire the historical usage details up to the last 12 months. 18 P a g e

19 The Usage Details would be exported in PDF format and you can save the file for your record. Click to export in PDF format 19 P a g e

20 5. Login You can change your login credentials including the username, the password and the secret questions, whenever needed. Notification would be sent to inform you the record update. 5.1 Settings - Change Username You can change your Username by clicking the Change button, and enter the new username twice and also your current password. Click to change username Input your new Username twice then the current password 20 P a g e

21 5.2 Settings - Change Password Click to change password Input your new password twice then the current password 21 P a g e

22 5.3 Secret Questions The set up of Secret Questions is for password recovery via the self-help service platform. You can change your Secret Question here. For security reason, you are requested to answer two of the current secret questions before changing them. Answer two of the Secret Questions Change new Secret Questions 22 P a g e

23 6. Payment Methods A list of payment methods are shown here. You can find the most suitable way to settle the payment. 23 P a g e

24 7. Logout For safety reason, please remember to logout every time after use. 7.1 Logout Icon Click here to logout You may logout the portal by simply clicking the logout icon. A confirmation message would be prompted afterwards. 24 P a g e

25 7.2 Timeout If it is idle for over 30 minutes, the session would be expired and you are required to login again. 25 P a g e

26 8. FAQ 8.1 What shall I do if I forgot the password? Ans: If you forget your password, please click Forget username and/or password for self-recovery. You are required to answer 2 secret questions. Upon completion, system will send you a one-time verification code via to your registered corporate address. Please input the code to verify your identity. Then, the system will direct you to reset your password. 8.2 What shall I do if I forgot username? Ans: If you forget your username, please contact your account representatives or our 24-hour Corporate Services Hotline at (852) for assistance. We would assist you in obtaining your username which would be sent to you via your registered corporate What shall I do if my account has been blocked? Ans: When you enter an incorrect password, error message will be prompted and your login attempt will be failed. If you fail to login for 5 times, system will direct you to answer the secret questions. Your account will be blocked if you cannot answer the secret questions correctly. And, you have to contact your account representatives or our 24-hour Corporate Services Hotline at (852) for assistance. We will release your account and reset a new password for you. The new password will be sent to your registered corporate P a g e

27 8.4 What shall I do if I need to change the responsible billing account(s)? Ans: To add or to remove the responsible billing account(s), please contact your account representatives or our 24-hour Corporate Services Hotline at (852) for assistance. We would change the account mapping in our system. 8.5 What shall I do if I cannot receive the One-time Password (OTP) or the OTP expired? Ans: In case you cannot receive the One-time Password (OTP) or the OTP expired after 30 minutes, click the link here under Resend one-time Password to acquire a new OTP. 8.6 When will the e-statement be updated? Ans: Bill notification will be sent via every month reminding you the readiness of new e-statement. You can review your latest billing and usage details by clicking the link in the and login to the account. 27 P a g e